Wealth Operations/Wealth Operations Executive

2 weeks ago

Goregaon Mumbai Virar, India AQM Technologies Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Job Summary:

We are seeking a detail-oriented and experienced Wealth Operations professional to support back-office and middle-office activities within our Wealth Management division. The ideal candidate will have hands-on experience with MoneyWare Integra, Miles Software, and other portfolio management systems, ensuring seamless operational support, regulatory compliance, and excellent client service delivery.

Role & responsibilities

  • Oversee daily operational activities for wealth management products (Mutual Funds, PMS, AIFs, Bonds, etc.)
  • Process client transactions including subscriptions, redemptions, transfers, and switches
  • Reconcile portfolios, holdings, and NAVs using MoneyWare Integra or similar PMS tools
  • Coordinate with custodians, fund houses, and internal teams to resolve discrepancies
  • Manage client onboarding documentation, KYC/AML checks, and compliance reporting
  • Generate and review portfolio reports, MIS, and dashboards for clients and management
  • Ensure adherence to SEBI and other regulatory guidelines applicable to wealth operations
  • Support audits, internal controls, and process improvement initiatives
  • Provide training or support to junior team members as required.

Preferred candidate profile

  • Bachelors or Masters degree in Finance, Commerce, or related field
  • 25 years of experience in wealth/portfolio operations, preferably in a bank, NBFC, or wealth management firm
  • Proficiency in MoneyWare Integra (by WealthSpectrum) and/or Miles Software (MoneyWare / Private Wealth Management tools)
  • Strong understanding of wealth management products (MFs, AIFs, PMS, Insurance, Bonds)
  • Excellent analytical, reconciliation, and problem-solving skills
  • Working knowledge of regulatory frameworks (SEBI, RBI, FATCA, CRS, etc.)
  • Proficient in MS Excel and reporting tools
  • Strong communication and stakeholder management skills.

Preferred (but not mandatory)

  • NISM Series V-A: Mutual Fund Distributors
  • NISM Series X-A/X-B: Investment Adviser
  • CFP, CWM, or any Wealth Management certification (desirable).

  • Wealth Manager

    1 week ago

    Mumbai, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    4 weeks ago

    Mumbai, India Stack Wealth Full time

    About us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Senior Wealth Manager

    6 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

  • Wealth Manager

    1 day ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI,...

  • Wealth Manager

    1 day ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI,...

  • Wealth Manager

    2 days ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...

  • Wealth Manager

    1 day ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI,...